Wisdomtree Tr cmn shares owned by Modera Wealth Management
Quarter-by-quarter ownership of Wisdomtree Tr cmn (XSOE) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in Wisdomtree Tr cmn
Tip: Access up to 7 years of quarterly data
All positions including Wisdomtree Tr cmn held by Modera Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Wisdomtree Tr cmn by Modera Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $271k | 9.4k | 28.88 |
2023-09-30 | $250k | 9.4k | 26.67 |
2021-12-31 | $255k | 6.9k | 36.87 |
2021-09-30 | $318k | 8.5k | 37.32 |
2021-06-30 | $298k | 7.1k | 42.06 |
2021-03-31 | $238k | 5.9k | 40.68 |
2020-12-31 | $203k | 5.1k | 39.72 |